mjc.edumjc.edu/general/accreditation/documents/2016/standard… · · 2016-03-23management...

OCLCWorldShare Management Services Proposal

Yosemite Community College District

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OCLC'·August 1, 2013

Modesto Junior College, OCLCSymbol: CCMColumbia College, OCLCSymbol: CCY 6565 Kilgour Place

Dublin, OH 43017 -3395 U5,1\

Teresa ScottExecutive Vice ChancellorYosemite Community College District2201 Blue Gum AvenueModesto CA 95358

r + Hi 11l-764-60001·800·848· 5878

F +1-614·76/i·6096E octc@odcorg

WWW.OClCORG

OCLCis pleased to offer Yosemite Community College District information and pricing for OCLCWorldShareManagement Services, a fully integrated network solution in support of crucial library operations. WorldShareManagement Services will provide the library's collection management needs for circulation, patronmanagement, acquisitions inventory control, vendor management, and reporting.

OCLCWorldShare Management Services will assist libraries by providing:

• A hosted, scalable, Web-based platform for all basic library management functionality.• Webscale services for acquisitions and circulation.• A unified management platform for all types of materials that eliminates the need to switch applications

when processing different material types.• A flexible and customizable workflow platform that can be tailored for your organization.• Increased collaboration and decision making by enabling the sharing of application and data between OCLC

member libraries.• A sophisticated Service-Oriented Architecture (SOA) for interoperability with local environments and third-

party business process systems including financial management, HR systems, and course management - soyou don't have to reinvent what you're already doing.

• A reduction in the time and money spent managing hardware and software by leaving system managementto OCLC.

OCLCWorldShare Management Services will assist end users by providing:

• A single interface for patrons-they don't need to jump between multiple systems to search different kindsof materials or to make requests.

• Fast, seamless access to the most appropriate delivery options so users have direct access to electroniccontent, circulation activities and resource sharing without having to know your library's workflows.

• Search results with the easiest-to-get items first and access to WorldCat libraries worldwide.• Delivery of your library's resources at the point of need. Your search box can be placed on any Web page or

Web-enabled workspaces, such as eLearning courses.• Simple keyword search and global social-networking tools, such as list sharing, reviews, ratings and

personal profiles.• Increased Web visibility for your library because users can reach your library from Google, Yahoo! and

other partner websites via the WorldCat.org platform.

OCLCis proposing a dynamic solution that includes unlimited OCLCcataloging, unlimited lnterlibrary lendingand borrowing, and Web exposure of the library's holdings to further the goals and mission of YosemiteCommunity College District:

of 4 OCLCBusiness Confidential

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Year 2** Year 3**'. . ~•..... ... ~..'.] ~..:.. ~.... I ...Year 1*.*.\ I Year 4**

OCLCWorldShare Management Annual Subscription $40,372 $40,372 $42,391 $44,510Service *Community College League of California Multiple ($4,618) ($4,618) ($4,849) ($5,091 )Library Discount****OCLCWorldShare Management Implementation $40,236Service (One Time Cost) ***Total $75,990 $35,754 $37,542 $39,419

*OCLCWorldShare Management Service includes the following services:o Unlimited cataloging through OCLCCataloging serviceo Unlimited interlibrary loans through OCLCWorldCat Resource Sharingo OCLCAccesso OCLCWorldCat on FirstSearch and web exposure of the library's holdingso OCLC Unlimited Print and Electronic Acquisitions with serials controlo OCLC Unlimited Circulation and Deliveryo OCLCWorldCat Local next generation discovery interface, including the new WorldCat Local mobile

interface**Pricing is valid through August 15, 2013. OCLC's fiscal year is July 1st through June 30th. Year 1 representsthe year in which your library goes into production on WMS (the "In-Production Date") (meaningimplementation is complete and the 30-day test period following implementation has passed with no significantissues). The price for Year 1 is the annual amount and will be prorated based on the number of months left inthe fiscal year upon the In-Production Date. Implementation will be billed 50%upon receipt of WMSorder andthe remaining 50%when implementation is complete. The final In-Production Date will be determined inconjunction with your implementation team. The final In-Production Date will be based on availability at thetime the contract is signed.***The WMS implementation price is based on your library implementing as part of a cohort, which normallyconsists of 7 to 8 libraries. This price includes implementation, configuration, and training, as well as datamigration services. Yosemite Community College District would appoint one person to serve as the YosemiteCommunity College District cohort representative and then that appointed person would train the otherYosemite Community College District librarians. Please see and initial Attachment A, which contains additionaldetails regarding the assessment of your data migration. Should changes occur to your data migrationinformation or should additional requirements be requested during the implementation process, OCLC reservesthe right to reassess the implementation pricing and additional charges may occur.**** Yosemite Community College District has the option of participating in a WorldShare Management ServicesMultiple Library Discount Program if the WorldShare Management Services proposal and terms and conditionsare signed. The Multiple Library Discount Level for the 2013-2014 year (July 1-June 30) is 15%. The discountwill apply to the portion of your WorldShare Management Services subscription that is new; that is, thediscount does not apply to existing subscription amounts or implementation. As libraries continue to join theCommunity College League of California, the Multiple Library Discount will be adjusted for the following yearbased on the number of participating libraries as of June 30, 2014. The following discount schedule will applyfor FY14:

Your Library's TotalMultiple Library Discount Levels Discount New Amount Discount

6-10 Contracts Signed 10%Discount $30,785 ($3,079)11-20 Contracts Signed 15%Discount $30,785 ($4,618)21-40 Contracts Signed 20% Discount $30,785 ($6,157)41-60 Contracts Signed 25% Discount $30,785 ($7,696)61-80 Contracts Signed 30% Discount $30,785 ($9,236)

More than 80 Contracts Signed 35%Discount $30,785 ($10,775)



As with aU OCLCservices, WorldShare Management Service libraries may be asked, but are not required, to:

• Co-author a case study on OCLCWorldShare Management Services implementation and use• Provide formal feedback on functional requirements for features being developed• Participate in conference and online presentations related to your experience• Serve as a reference organization for others interested in WorldShare Management Services

OCLClooks forward to expanding our partnership with Yosemite Community College District by providing acomprehensive solution that will deliver library resources to library patrons at the point of need. Upon signedreturn of this proposal, an OCLCImplementation Manager will work closely with you to create a plan andschedule to get your WorldShare Management Services operational. Activities will include data migration,configuration, training, testing and the creation of templates to assist in developing a marketing and promotionstrategy if desired. The library will also be required to agree to the WorldShare Management Service Terms andConditions, a copy of which accompanies this Proposal.

If you have questions or need additional information, please contact your Library Services Consultant, MikeAhem at 1-8n-309-8627 or via email at [email protected].

Sincerely,~@~/Bruce CroccoVice President, Library Services for the [email protected]

By signing and returning to OCLC,Yosemite Community College District accepts this proposal:

f/;s/oLo8I- I

DateTeresa ScottExecutive Vice ChancellorYosemite Community College District



Attachment A: Data Migration

Thank you for providing OCLCwith information related to your existing ILSdata. Based on that information,the following data migration assumptions were made in preparation of this proposal:

• Library will deliver bibliographic records in MARC21 format. MARCdata will need to adhere to OCLCBibliographic Formats and Standards. For more information on MARC21 format, please visit:http://www.loc.gov/marc/bibliographic/ecbdhome.html and for more information on OCLCBibliographic Formats and Standards, please visit: http://www.oclc.org/bibformats/en/aboutl.

• The Library's translation table contains 3 locations and approximately 40 ILSshelving location codes.

• Item types are not used to set the Library's circulation policy.

• The Library's serials collection is bar-coded.

• The Library's serials collection is circulating.

• OCLCwill create I load Local Holdings Records (LHRs)for approximately 105,800 items via one ormultiple batch load projects appropriate when migrating from SirsiDynixSymphony systems.

• OCLCwill migrate patron data from a file delivered by the Library in either tab-delimited or XMLformat.

• OCLCwill not migrate circulation transactional data.

• Acquisitions data will not be migrated.

Should changes occur to your data migration information above or should additional requirements be requestedduring the implementation process, OCLCreserves the right to reassess the implementation pricing andadditional charges may occur.

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